Caspa Family Office & Wealth Management

Overview

Caspa provides personal wealth management focused on preserving family wealth and transferring it across generations. Its services include investment advice, global portfolio management, cash-flow planning, and ongoing family-office management.²

History

Caspa was established in 2006 and is listed as active in the Israeli corporate registry.¹

Leadership

Ilan Seddon is Caspa’s founder, chief executive officer, and board chair. He has held an Israeli portfolio-management license since 1996 and previously served as a senior vice president at Edmond de Rothschild Portfolio Management.³

Ofir Navot is vice president of investments. He holds a portfolio-management license and has worked in global markets since 2006, including senior roles at Meitav, Menora, and Excellence.³

Aviel Sokolover is a senior investment adviser and associate partner. He holds an investment-advisory license and has experience in local and global listed and alternative investments dating to 2011.³

The team also includes senior wealth managers and investment advisers such as Gilit Tinsky, who has advised on investments since 2002 and joined Caspa in 2020.³

Services

Caspa offers investment advice for clients with at least NIS 10 million in assets, including comprehensive guidance on global portfolios.⁴

Its global portfolio-management service is available to clients with at least NIS 2 million domestically or USD 2 million abroad. Portfolios can be managed in shekels, dollars, euros, Swiss francs, and pounds.⁵

The firm manages portfolios held with banks in Israel and overseas locations including the United States, London, Switzerland, and Luxembourg.⁶

Caspa also provides cash-flow planning for clients with at least NIS 10 million in assets who seek substantial monthly income from their portfolios.⁷

What the firm offers

• Investment management

Client Focus

Caspa’s family-office service is designed for affluent families with estimated wealth of NIS 20 million to NIS 100 million. The service covers the ongoing management of family wealth and interests across generations.⁸

Approach

Caspa states that it follows a value-investing philosophy centered on asset types and long-term performance.⁹

The firm says it does not market proprietary financial products or receive commissions from third parties, and describes its work as objective and transparent.¹⁰

Assets and Minimums

Caspa publishes service minimums rather than a firmwide assets-under-management figure. Investment advice and cash-flow planning are available to clients with at least NIS 10 million in assets. Global portfolio management is available from NIS 2 million domestically or USD 2 million abroad, while its family-office service targets families with estimated wealth of NIS 20 million to NIS 100 million.⁴

Regulatory Status

The Israel Securities Authority lists כספא פמילי אופיס בע״מ among portfolio-management license holders under license number 613.¹¹

FAQs

Related resources

• LocationMultifamily offices in Israel

  This page gives an overview of multifamily offices serving clients in Israel. It can help an affluent family or business owner place Caspa Family Office Ltd.'s investment management service within the local market and identify questions about client fit, reporting, and portfolio oversight.

• GuideMultifamily office services

  This resource explains the range of services a multifamily office may provide to affluent families and private clients. Use it to clarify how investment management might connect with planning, administration, governance, or other needs when assessing Caspa Family Office Ltd.

• Network siteFamilyOffices.com

  FamilyOffices.com offers resources and a community focused on single family offices and wealthy families. Its materials can help readers consider family governance, decision making, and outside adviser relationships alongside investment management when evaluating an Israeli firm for private wealth needs.

• GuideHow multifamily offices invest

  This page describes common ways multifamily offices allocate and manage capital across portfolios. It can help a prospective client prepare questions about diversification, liquidity, risk, time horizon, and reporting before discussing investment management with Caspa Family Office Ltd.

• Similar firmsAlma Management
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  Goldrock

  Profiles for Alma Management, Attar Management and Investments, and Goldrock provide additional points of comparison on this site. Reviewing their stated services and client focus can help a family or business owner develop clearer questions when considering an investment management firm in Israel.

Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.